> For the complete documentation index, see [llms.txt](https://docs.leadbay.app/doc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.leadbay.app/doc/leadbay-mcp/tools-reference.md). # Tools reference When you connect Leadbay to Claude, the server exposes a set of **tools** that Claude calls on your behalf. You never call these directly — you ask in plain language ("pull today's leads", "research acme.com", "log that I emailed Jane") and Claude picks the right tool. This page is a reference for what's available and what each tool does. Tools come in two groups: **read-only** (pull data, never change anything) and **write / activate** (take action on your account). *** ## Read-only tools These never modify your account, so they're always safe to allow. ### Discover & follow up | Tool | What it does | | -------------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | `leadbay_pull_leads` | Retrieves today's fresh lead batch, scored and ranked | | `leadbay_pull_followups` | Pulls the leads that need a follow-up action | | `leadbay_account_status` | Checks your quota, credits, and account state | | `leadbay_scan_portfolio_signals` | Scans your existing leads for a web signal in one pass ("which of my leads acquired a company since 2025?") — no quota burn | ### Research a company | Tool | What it does | | ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | `leadbay_research_lead_by_id` | Deep-dive research card for a known lead — bundles details, qualification, and contacts into one response | | `leadbay_research_lead_by_name_fuzzy` | Looks up a lead by company name or domain when you don't have its ID | | `leadbay_account_history` | Full history on one account — current AI signals + all notes + the interaction timeline, in one call ("why has this account resurfaced?") | | `leadbay_prepare_outreach` | Generates a personalized outreach brief for a lead | ### Travel & field sales | Tool | What it does | | ----------------------- | --------------------------------------------------------- | | `leadbay_followups_map` | Geo-clusters your follow-ups on a map for travel planning | | `leadbay_tour_plan` | Builds a visit itinerary for an upcoming trip to a city | ### Campaigns | Tool | What it does | | ------------------------------ | ----------------------------------- | | `leadbay_list_campaigns` | Lists your existing campaigns | | `leadbay_campaign_progression` | Shows a campaign's funnel metrics | | `leadbay_campaign_call_sheet` | Pulls the call sheet for a campaign | ### Lenses & audience | Tool | What it does | | ------------------------------- | ---------------------------------------------------------------------------------- | | `leadbay_list_sectors` | Lists the real sector taxonomy labels — so you (and Claude) name sectors correctly | | `leadbay_recall_ordered_titles` | Recalls the job titles you've previously enriched | | `leadbay_seed_candidates` | Read-only discovery surface for building a bigger lens | ### Imports & jobs | Tool | What it does | | ------------------------------ | ----------------------------------------------- | | `leadbay_import_status` | Checks the status of an import job | | `leadbay_qualify_status` | Checks the status of a qualification job | | `leadbay_bulk_enrich_status` | Checks the status of an enrichment job | | `leadbay_resolve_import_rows` | Maps imported rows back to their lead IDs | | `leadbay_list_mappable_fields` | Lists the CRM fields you can map an import onto | ### Billing | Tool | What it does | | ----------------------------- | --------------------------------------------------------------------------------------------------------- | | `leadbay_create_topup_link` | Generates a Stripe link to top up your quota (you pay in your browser — nothing is charged automatically) | | `leadbay_open_billing_portal` | Opens your billing dashboard | *** ## Write / activate tools These take action on your account. They're on by default. Every action is one you could take yourself in the app — there's nothing destructive at the platform level. ### Qualify & enrich | Tool | What it does | | ---------------------------- | --------------------------------------------- | | `leadbay_bulk_qualify_leads` | Triggers AI qualification on a batch of leads | | `leadbay_enrich_titles` | Enriches contacts by job title | ### Outreach & activity | Tool | What it does | | ------------------------- | ------------------------------------------------------------- | | `leadbay_report_outreach` | Logs an outreach action (call, email, meeting) against a lead | | `leadbay_add_note` | Adds a note to a lead | | `leadbay_like_lead` | Marks a lead as liked — teaches your taste profile | | `leadbay_dislike_lead` | Marks a lead as disliked — teaches your taste profile | ### Contacts | Tool | What it does | | ------------------------ | ----------------------------------------------------------------------------- | | `leadbay_add_contact` | Adds a person to a company (name + optional LinkedIn / title / email / phone) | | `leadbay_remove_contact` | Removes a contact you added | | `leadbay_pin_contact` | Pins a contact as the priority on a company | | `leadbay_unpin_contact` | Unpins a contact | | `leadbay_update_contact` | Edits a contact's details (title, email, LinkedIn…) | ### Lenses & audience | Tool | What it does | | ------------------------------ | ----------------------------------------------------------------------------------- | | `leadbay_my_lenses` | Lists, switches, renames, or deletes your lenses | | `leadbay_new_lens` | Creates a named lens with sector / company-size criteria | | `leadbay_adjust_audience` | Edits a lens's audience ("stop showing me companies over 50 employees") | | `leadbay_extend_my_lens` | Fills your current lens with more leads on demand (subject to a daily refill quota) | | `leadbay_refine_prompt` | Refines the qualification prompt that scores your leads | | `leadbay_answer_clarification` | Answers a clarification question Leadbay asked about your audience | ### Imports & campaigns | Tool | What it does | | ------------------------------------ | ---------------------------------------------------------------- | | `leadbay_import_leads` | Imports a list of company domains | | `leadbay_import_and_qualify` | Imports a list and immediately qualifies it | | `leadbay_create_custom_field` | Creates a custom CRM field (e.g. to preserve a source-system ID) | | `leadbay_create_campaign` | Creates a new campaign | | `leadbay_add_leads_to_campaign` | Adds leads to a campaign | | `leadbay_remove_leads_from_campaign` | Removes leads from a campaign | ### Feedback | Tool | What it does | | ------------------------- | ------------------------------------------------------------------------------ | | `leadbay_send_feedback` | Sends a message to the Leadbay team (same inbox as the in-app feedback form) | | `leadbay_report_friction` | Reports when a tool didn't deliver what you needed — helps improve the product | *** ## How Claude chooses a tool You don't pick tools — you describe the outcome. A few examples of the mapping: | You say… | Claude calls… | | ---------------------------------------------- | ------------------------------------- | | "Show me today's leads" | `leadbay_pull_leads` | | "Which leads should I follow up with?" | `leadbay_pull_followups` | | "Tell me about acme.com" | `leadbay_research_lead_by_name_fuzzy` | | "I'm visiting Lyon next week — plan my visits" | `leadbay_tour_plan` | | "I just called Jane at Acme — log it" | `leadbay_report_outreach` | | "Create a lens called Joinery for fintech" | `leadbay_new_lens` | | "Stop showing me companies over 50 people" | `leadbay_adjust_audience` | See the [Example prompts](/doc/leadbay-mcp/example-prompts.md) page for a fuller library you can copy and paste. *** ## Next step {% content-ref url="/pages/alp1pPMtNOaF49Nro0F4" %} [Example prompts](/doc/leadbay-mcp/example-prompts.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.leadbay.app/doc/leadbay-mcp/tools-reference.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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